10/15/2018
Credit Suisse investment head joins UK boutique as CIO
Seven Investment Management currently has £14.3 billion (€16.22 billion) in assets under management
Executive Moves
10/15/2018
Barclays rehires HSBC director for Scots regional wealth push
The appointment followed a raft of departures across Barclays’ regional network over the past year.
10/15/2018
JP Morgan Asset Management grows distribution team
She will be based in Melbourne, reporting directly to the firm's Australian country head Rachel Farrell.
10/15/2018
7IM hires former Credit Suisse head Surguy as CIO
Follows string of appointments
10/12/2018
Broadridge appoints president of global technology and operations
Carey was instrumental in Broadridge’s multi-asset platform investments around Global Post-Trade Management, and he led the creation of Broadridge’s Eurasian utility capabilities.
10/11/2018
Deutsche Bank Wealth Management names two managing directors
Prior to this, McMillan was managing director in the investment solutions group at Wells Fargo Securities Llc
10/11/2018
Close Brothers expands West End office
Hugh Adlington’s appointment, following that of Oliver Harvey in September 2018 and Tim Eliot-Cohen last year, will continue the expansion of CBAM’s recently launched office in the West End of London.
10/11/2018
SANNE appoints experienced business development director in London
Jamie has extensive knowledge of the global private debt and capital market industry having worked across the EMEA and US markets dealing with structured finance and corporate finance structures.
10/11/2018
Tilney reunites ultra HNW veterans for London team
Our new team have been totally immersed in advising some of wealthiest individuals and families in the UK for decades and each of them has a deep understanding of the requirements of high value clients.
10/11/2018
Smith & Williamson hires from JPM for new wealth sales role
David Cobb, co-chief executive of Smith & Williamson (pictured), said: ‘I am delighted that David has joined the firm to help accelerate the growth in this key area for Smith & Williamson.
10/11/2018
Lombard Odier, Partner Part Ways
The move is the latest turbulence to hit the partnership of Lombard Odier, one of Switzerland's largest independent, unlisted private banks.
10/10/2018
Kevin O’Brien leaves Bank of Ireland to join Julius Baer
Mr O’Brien has also previously held positions with Kompass Ireland and Masterfoods
10/10/2018
Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley
Baird has added 40 financial advisers to the group since the start of the year.
10/10/2018
Vontobel expands US offshore coverage with appointment
His responsibilities for Iberia have been handed to Nabil El-Asmar Delgado, who was hired from Belgian group Candriam where he was country head for Iberia.
10/10/2018
Julius Baer bolsters Indian wealth team
The private bank said that the move is intended at fortifying its position in India.
10/10/2018
Blockbuster tech manager to exit Janus Henderson
The departure of Slingerlend will see Garth Yettick named as a portfolio manager on the technology fund from 1 December.
10/10/2018
Credit Suisse Trust announces appointment of new Centre Head in Guernsey
He will also work closely with Credit Suisse’s dedicated Ultra High Net-Worth (UNHW) team to grow and develop the bank’s UHNW strategy.
10/10/2018
London & Capital Appoints Two New Partners
The two partner promotions mark a period of continued growth for London & Capital that has seen the firm increase its combined assets under management to £2.8bn since it opened for business in 1986.
10/10/2018
KW Wealth bolsters strategy team with senior duo
These appointments demonstrate KW Wealth’s commitment to investing in independent research expertise for our clients, to achieve the outcomes they are looking for.'
10/09/2018
U.S. Offshore Banking's Carousel
Since then, roughly 30 have returned to the U.S. market via SEC-registered units in often remote places like South Dakota and Alaska, as finews.com reported.